168 tracked 13F filers disclose a position in AVIG as of the latest SEC 13F filings, a combined $1.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | $271.5M | 6.5M | ▲+7.3% Added · +446K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $95.4M | 2.3M | ▼−3.0% Reduced · −70K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $78.1M | 1.9M | ▲+5.9% Added · +104K sh | Q1 2026 | |
| 4 | Verus Financial Partners, Inc. | $64.4M | 1.6M | ▲+1.6% Added · +24K sh | Q2 2026 | |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | $47.7M | 1.2M | ▲+18% Added · +178K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $41.4M | 997K | ▲+1.9% Added · +18K sh | Q1 2026 | |
| 7 | REGATTA CAPITAL GROUP, LLC | $35.8M | 865K | ▲+8.2% Added · +66K sh | Q2 2026 | |
| 8 | Echo Wealth Management, LLC | $34.3M | 828K | ▲+6.9% Added · +53K sh | Q2 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $32.5M | 781K | ▲+186% Added · +508K sh | Q1 2026 | |
| 10 | Pacific Life Fund Advisors LLC | $31.2M | 754K | ▲+6.9% Added · +49K sh | Q2 2026 | |
| 11 | Allegiance Financial Group Advisory Services LLC | $28.3M | 684K | ▲+15% Added · +90K sh | Q2 2026 | |
| 12 | Hill Investment Group Partners, LLC | $27.6M | 667K | ▼−10% Reduced · −74K sh | Q2 2026 | |
| 13 | Highland Financial Advisors, LLC | $24.6M | 595K | ▲+5.3% Added · +30K sh | Q2 2026 | |
| 14 | Centennial Wealth Advisory LLC | $22.9M | 553K | ▲+0.1% Added · +657 sh | Q2 2026 | |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | $21.8M | 526K | ▲Added Added · +526K sh | Q2 2026 | |
| 16 | LexAurum Advisors, LLC | $21.3M | 514K | ▲+3.3% Added · +16K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $21.2M | 509K | ▲+22% Added · +92K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $21.1M | 509K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 19 | Garrett Wealth Advisory Group, LLC | $20.6M | 498K | ▲New +498K sh | Q2 2026 | |
| 20 | Creative Planning | $20.4M | 490K | ▼−6.5% Reduced · −34K sh | Q1 2026 | |
| 21 | CONTINUUM WEALTH ADVISORS, LLC | $17.1M | 413K | ▲New +413K sh | Q2 2026 | |
| 22 | TRUIST FINANCIAL CORP | $16.9M | 406K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 23 | Allodium Investment Consultants, LLC | $15.9M | 383K | ▲+8.5% Added · +30K sh | Q2 2026 | |
| 24 | Align Financial, LLC | $15.0M | 363K | ▲+9.7% Added · +32K sh | Q2 2026 | |
| 25 | Cresset Asset Management, LLC | $14.4M | 347K | ▲+33% Added · +87K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in AVIG and 31 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 85 funds | $18.0B |
| MICROSOFT CORPMSFT | 84 funds | $14.0B |
| NVIDIA CORPNVDA | 80 funds | $25.6B |
| AMAZON.COM INCAMZN | 80 funds | $11.3B |
| ALPHABET INC-CL CGOOG | 79 funds | $6.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 79 funds | $3.1B |
| ALPHABET INC-CL AGOOGL | 78 funds | $9.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $3.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 74 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 74 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 74 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 74 funds | $2.9B |
Ranked by how many of AVIG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AVUVmc | 1037 funds | $17.6B |
| AVEMmc | 925 funds | $20.0B |
| AVDEmc | 678 funds | $13.0B |
| AVDVmc | 642 funds | $13.7B |
| AVUSmc | 544 funds | $10.3B |
| AVLVmc | 516 funds | $10.3B |
| AVSCUI | 224 funds | $2.1B |
| AVIVmc | 178 funds | $964.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AVIG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AVIG/capital-change-brief"
Use Arkolith's capital_change_brief for AVIG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AVIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.